Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $1.8B | REDUCED |
| 2 | GOOGLALPHABET INC | $1.5B | REDUCED |
| 3 | METAMETA PLATFORMS INC | $1.2B | ADDED |
| 4 | AMZNAMAZON COM INC | $1.2B | ADDED |
| 5 | KLACKLA CORP | $855M | REDUCED |
| 6 | LRCXLAM RESEARCH CORP | $833M | REDUCED |
| 7 | TERTERADYNE INC | $827M | ADDED |
| 8 | QQQINVESCO QQQ TR | $765M | REDUCED |
| 9 | ADIANALOG DEVICES INC | $658M | ADDED |
| 10 | VRTVERTIV HOLDINGS CO | $627M | ADDED |
| 11 | SNPSSYNOPSYS INC | $622M | ADDED |
| 12 | APHAMPHENOL CORP | $583M | ADDED |
| 13 | EXPEEXPEDIA GROUP INC | $572M | HELD |
| 14 | CDNSCADENCE DESIGN SYSTEM INC | $451M | HELD |
| 15 | TJXTJX COS INC NEW | $447M | HELD |
| 16 | MSFTMICROSOFT CORP | $445M | REDUCED |
| 17 | VVISA INC | $444M | HELD |
| 18 | MLMMARTIN MARIETTA MATLS INC | $440M | HELD |
| 19 | VMCVULCAN MATLS CO | $403M | HELD |
| 20 | MAMASTERCARD INCORPORATED | $389M | HELD |
| 21 | CEGCONSTELLATION ENERGY CORP | $384M | ADDED |
| 22 | VSTVISTRA CORP | $383M | ADDED |
| 23 | ETRENTERGY CORP NEW | $374M | ADDED |
| 24 | BWXTBWX TECHNOLOGIES INC | $356M | ADDED |
| 25 | MELIMERCADOLIBRE INC | $312M | REDUCED |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
Programmatic access: copy.target.get (MCP) · API docs